StockDriftsStockDriftsTop 19 Maren Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RBC | RBC BEARINGS INC | 12.55% | 441.9K | $240.0M | -1.87%(-8.41K) | $274.91(+107.00%) | 2026-03-31 | |
| TDY | TELEDYNE TECHNOLOGIES INC | 11.46% | 362.1K | $219.1M | +0.42%(+1.53K) | $451.35(+36.61%) | 2026-03-31 | |
| LIN | LINDE PLC | 10.03% | 386.7K | $191.7M | +6.17%(+22.47K) | $432.17(+17.11%) | 2026-03-31 | |
| AME | AMETEK INC | 9.97% | 889.5K | $190.7M | +1.62%(+14.17K) | $167.72(+35.88%) | 2026-03-31 | |
| APH | AMPHENOL CORP | 9.77% | 1.48M | $186.7M | -1.36%(-20.35K) | $51.87(+141.00%) | 2026-03-31 | |
| HEI-A | HEICO CORP NEW | 8.37% | 757.7K | $159.9M | +21.61%(+134.63K) | $171.63(+26.05%) | 2026-03-31 | |
| ACGL | ARCH CAP GROUP LTD | 5.92% | 1.18M | $113.2M | +3.81%(+43.28K) | $95.68(-1.78%) | 2026-03-31 | |
| RLI | RLI CORP | 5.34% | 1.79M | $102.0M | +5.16%(+87.84K) | $69.53(-26.91%) | 2026-03-31 | |
| KNSL | KINSALE CAP GROUP INC | 4.83% | 270.1K | $92.3M | +15.08%(+35.40K) | $401.43(-22.46%) | 2026-03-31 | |
| SSD | SIMPSON MFG INC | 4.58% | 510.4K | $87.6M | -0.27%(-1.37K) | $172.46(+3.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.32% | +49.42% |
| Top 20 Holdings Unweighted | +9.72% | +32.07% |
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